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iShares Gold Trust
IAU

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
976
Armstrong Advisory Group
Massachusetts
$117K – – –
IWP
977
IAG Wealth Partners
Wisconsin
$116K +$18.7K +500 +20%
TVAMP
978
Tennessee Valley Asset Management Partners
Tennessee
$113K +$109K +2,904 New
TFGT
979
TS Financial Group (TSFG)
Illinois
$113K -$10.4K -278 -9%
AIM
980
Acropolis Investment Management
Missouri
$112K – – –
KFS
981
Kelly Financial Services
Massachusetts
$112K -$5.13K -137 -5%
CTA
982
Colonial Trust Advisors
South Carolina
$111K -$79K -2,111 -43%
FSWA
983
Financial Synergies Wealth Advisors
Texas
$109K -$1.05K -28 -0.9%
SC
984
Stephens Consulting
Michigan
$109K – – –
FP
985
Financial Perspectives
Minnesota
$107K – – –
DI
986
DAGCO Inc
Ohio
$106K +$102K +2,719 New
DWS
987
Dynamic Wealth Strategies
California
$106K +$102K +2,719 New
BGAI
988
Bruce G. Allen Investments
Colorado
$106K +$101K +2,709 New
HWM
989
Horizons Wealth Management
North Carolina
$105K -$1.01K -27 -1%
RFG
990
REAP Financial Group
Texas
$100K +$95.9K +2,562 New
SC
991
SouthState Corp
Florida
$98.6K +$31K +829 +49%
NCM
992
Northwest Capital Management
Oregon
$97.7K – – –
SWM
993
Sugarloaf Wealth Management
Georgia
$97.6K – – –
MRCM
994
M&R Capital Management
New Jersey
$95.6K – – –
BHWM
995
Beaird Harris Wealth Management
Texas
$93.2K -$53.5K -1,430 -37%
NSG
996
Nalls Sherbakoff Group
Tennessee
$91.7K – – –
RIL
997
Rothschild Investment LLC
Illinois
$86.6K +$83K +2,219 New
CI
998
CX Institutional
Indiana
$83.8K -$1.45M -38,765 -95%
JWA
999
JFS Wealth Advisors
Pennsylvania
$83.6K – – –
JFGIW
1000
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.6K -$109K -2,905 -58%
38 39
40
41 42